US

GOLD

Global Reserve Currency Outlook

This analysis explores how the U.S. dollar is transforming amid rising fiscal burdens, the weaponization of finance, U.S.–China strategic rivalry, and amplified global liquidity cycles. A must-read for economists and institutional investors.
2025.12.28
GOLDReportUS
AI

Taiwan Contingency: Ten Plausible Scenarios

This report outlines ten realistic Taiwan contingency scenarios, explaining how military, cyber, economic, and political pressures could shape a future crisis between China, Taiwan, and the United States.
2025.12.27
AIChinaUS
AI

U.S. AI Semiconductor Policy Shifts from “Blockade” to “Managed Competition”

This report analyzes why U.S. policymakers are shifting from AI chip bans to controlled exports, how China intends to leverage H200 access, and what these changes mean for NVIDIA, data centers, and semiconductor markets.
2025.12.26
AIChinaUS
Russia

Latest Developments in Sanctions on Russia’s Lukoil and Rosneft

Latest updates on sanctions against Lukoil and Rosneft in 2025, including policy changes, market disruptions, energy security risks, and compliance guidance.
2025.12.15
RussiaUS
Japan

🇺🇸 The U.S. Government Shutdown and the Rising Tide of Public Anxiety

The 2025 U.S. government shutdown has disrupted aviation, delayed public paychecks, and deepened distrust in Washington. This report analyzes how administrative paralysis, airport chaos, and public anxiety could evolve into structural instability — and what it means for investors, policymakers, and America’s global credibility.
2025.12.14
JapanReportUS
Report

Report: The Longest U.S. Government Shutdown — Economic, Institutional, and Global Implications

“When Governance Becomes the Risk Itself”(November 2025 Edition)I. Executive SummaryThe 2025 U.S. federal government shu...
2025.12.11
ReportUS
Report

The Putin–Trump Tunnel Proposal: A Symbolic Bridge Between Conflict and Cooperation

The proposed “Putin–Trump Tunnel” across the Bering Strait is more than an engineering fantasy—it’s a geopolitical signal. This report analyzes how Russia and the U.S. use the project to shape post-war diplomacy, Arctic strategy, and future ceasefire negotiations.
2025.11.28
ReportRussiaUS
Report

The World in Transition: Debt, Division, Technology, Order, and Adaptation

Explore Ray Dalio’s latest macro perspective on the 2025 global economy.From America’s mounting debt and political division to shifting world powers and AI-driven disruption, this report reveals how today’s five major forces—debt, social conflict, geopolitics, technology, and climate—are converging to reshape the next world order.
2025.11.18
ReportUS
Global Economy

🌍 Executive Summary: U.S. Government Shutdown 2025 — Economic Fallout and Workforce Disruption

The 2025 U.S. government shutdown has entered a critical phase. JPMorgan estimates each week reduces GDP by 0.2 points as layoffs hit Education and CDC sectors, posing lasting risks to growth and institutional stability.
2025.11.17
Global EconomyReportUS
China

Geopolitical Risk Report on Rare Earths (October 2025)

A comprehensive analysis of the 2025 rare earths crisis—how US–China rivalry, export controls, and defense policies are reshaping global supply chains and Japan’s economic security.
2025.11.14
ChinaReportUS
US

Pentagon’s $1 Billion Critical Minerals Stockpile Expansion

A Strategic Response to China's Export Controls and the New Resource GeopoliticsExecutive SummaryIn October 2025, the U....
2025.11.13
USWORLD
Global Economy

Report: The 2025 U.S. Government Shutdown — Real Economy Distortions and the Spread of Credit Risk

The 2025 U.S. government shutdown triggered one of the deepest economic disruptions in decades — freezing wages, raising unemployment to 4.4%, and spreading credit delinquencies across cards, mortgages, and auto loans. This in-depth report analyzes how political paralysis became a credit event, reshaping America’s financial stability.
2025.11.12
Global EconomyReportUS
China

Geopolitics of Rare Earths: How Resource Power Reshapes the New Cold War Economy

As U.S.–China tensions escalate, rare earths have become the silent weapon shaping a new Cold War economy. Explore how resource power, supply chain alliances, and technological decoupling are redrawing the global order.
2025.11.11
ChinaUSWORLD
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